SEC 13F Intelligence

Davidson Kempner Capital Management LP / AOMR

Davidson Kempner Capital Management LP’s Angel Oak Mortgage Reit Inc Position

Does Davidson Kempner Capital Management LP own Angel Oak Mortgage Reit Inc (AOMR)? Yes — 3.65M shares worth $30M (+0.41% of its 13F portfolio) as of Q1 2026, down from 4.13M shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
3.65M
% of Portfolio
+0.41%
Quarters Held
20
currently held

Position History AOMR

Reported value by quarter
Q2 ’21: $122MQ2 ’21Q3 ’21: $119MQ4 ’21: $120MQ1 ’22: $120MQ1 ’22Q2 ’22: $96MQ3 ’22: $89MQ4 ’22: $34,954Q4 ’22Q1 ’23: $54MQ2 ’23: $61MQ3 ’23: $63MQ3 ’23Q4 ’23: $78MQ1 ’24: $79MQ2 ’24: $97MQ2 ’24Q3 ’24: $54MQ4 ’24: $48MQ1 ’25: $49MQ1 ’25Q2 ’25: $45MQ3 ’25: $39MQ4 ’25: $36MQ4 ’25Q1 ’26: $30Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.65M$30M+0.41%
Q4 20254.13M$36M+0.57%
Q3 20254.13M$39M+0.65%
Q2 20254.73M$45M+0.42%
Q1 20255.18M$49M+1.02%
Q4 20245.18M$48M+1.10%
Q3 20245.18M$54M+1.46%
Q2 20247.39M$97M+1.98%
Q1 20247.39M$79M+1.15%
Q4 20237.39M$78M+1.26%
Q3 20237.39M$63M+0.71%
Q2 20237.39M$61M+1.57%
Q1 20237.39M$54M+0.87%
Q4 20227.39M$34,954+0.77%
Q3 20227.39M$89M+1.62%
Q2 20227.39M$96M+1.82%
Q1 20227.30M$120M+1.03%
Q4 20217.30M$120M+2.12%
Q3 20217.30M$119M+2.13%
Q2 20217.30M$122M+1.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davidson Kempner Capital Management LP’s full portfolio or all institutional holders of AOMR.